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Thomas B
Series 63, Series 65
San Diego, CA
Cetera
Thomas Boles is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Telesis Financial Services, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he serves as board treasurer for Coastal Dragons Rugby Inc., a community sports organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and consulting services.
Michael Z
Series 63, Series 65
San Diego, CA
Cetera
Michael Zeiger is a financial advisor with Cetera in San Diego, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Cetera Advisors LLC since 2013, with prior experience at LPL Financial, Infinity Financial Services, B & C Wealth Management, and OSAIC Services, Inc. Outside of advising, he is involved in tax preparation, event security, and sells fixed insurance products including life, health, Medicare, annuities, and long-term care. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.
Iain R
CFP®, Series 63, Series 65
San Diego, CA
Cetera
Iain Reilly is a CFP® professional affiliated with Cetera, holding Series 63 and Series 65 licenses, with 34 years of industry experience. He has been with Cetera in various capacities since 2013. Outside of his advisory role, he is involved in tax preparation and research through Telesis Tax and Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.
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